We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Viewing or Editing a Previous Referral

Version 14.19
  1. Navigate to the referral:
  • From the patient's chart, click Referrals.
  • From the Clinical Work window (pending referrals only), click the Referrals tab.
  1. Select the referral in the list, and click the Edit  button. The Referral/Care Transition Details window opens. 
  2. Make any desired changes. 
  3. To update the status of a referral, simply change the Status section at the top of the form. 
  4. When finished, click the Save button.
Version 14.10
  1. Open the Patient Referrals / Care Transition List in one of two ways:
  • From the Patient Chart, click the Referrals tab.
  • From the Schedule & Practice Workflow, click the Referrals tab.
  1. Click to highlight the referral in the list, then click the Edit  button. The referral will open in a Referral Letter Details form. 
  2. Make any desired changes. 
  3. To update the status of a referral, simply change the Status section at the top of the form. 
  4. When finished, click the Save button.